The Expat Sage Podcast
Moving, Working, and Investing for Americans Abroad.
Pre-relocation planning advice and investment strategies for American citizens moving abroad.
Discover expert insights and comprehensive strategies for expats on investing in a dual taxation world, managing finances, and planning for retirement.
Episodes
4 episodes
Navigating US-UK Investment Strategies: A Guide for Expats
We explore the complex world of investing as an expat moving between the US and UK, breaking down the crucial strategies for navigating two different tax systems while optimizing returns.• Core challenges include understanding the US-UK...
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13:05
The Hidden Costs of Ignorance: Smart Investing Between Two Nations
Investing across borders presents unique challenges and opportunities for US and UK expats trying to navigate two different tax systems while optimizing their investment returns.• Understanding the US-UK tax treaty helps prevent double ...
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13:05
UK Relocation Guide for US Citizens
This episode offers essential guidance for US citizens planning a move to the UK, outlining crucial pre-planning steps across several key areas. It strongly emphasizes that securing the necessary visa and understanding immigration requiremen...
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17:33
Moving to Portugal costs less, but taxes get complicated.
We tackle the essential financial aspects of relocating from the United States to Portugal, breaking down cost of living, banking requirements, tax implications, and ongoing US obligations.• Portugal offers 40-74% lower cost of living c...
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27:48